We found the following information about James Dunne at Peoples Bank Sb, where the professional has worked as a Vice President and Wealth Management Officer since 2018. James's total work experience is over ten years, during which time James had at least four jobs at different companies to develop skills. James studied at the Depaul University - Charles H. Kellstadt Graduate School of Business from 2011 to 2012. James has the certification in Certified Financial Planner Currently, James Dunne lives in Chicago, Illinois. You can contact with James by searching for phone or email or find exhaustive info by requesting access to their additional details from us.
Name variants:
Jaymes Dunne,
Jaimes Dunne,
Jim Dunne,
Jimmy Dunne,
Jimmie Dunne,
Jamie Dunne,
Jem Dunne
Last updated May 22, 2024
Contact Information
Last Update
Jul 5, 2022
Email
jd**@firstmerchants.com, jd**@gmail.com
Location
Chicago, IL
Company
Workplace
Colleagues
Work History
Vice President and Wealth Management Officer
9204 B Columbia Ave, Munster, IN
from Nov 2018
Vice President, Client Advisor
200 east Jackson St, Muncie, IN 47305
Primary responsibility is to provide tailored investment management, financial and estate planning, and private banking solutions to meet the specific needs of individuals, families, foundat...
Jul 2015 — Nov 2018
Portfolio Manager
Chicago, IL
Primary responsibility was to manage a book of high net worth clients in a fiduciary capacity having $160Million in assets under management with over 250 client relationships consisting of v...
Oct 2010 — Jul 2015
Equity Data Analyst Intern
22 west Washington St, Chicago, IL 60602
Participate in team and individual projects that contributed to implementing new equity database. Act as a liaison between equity analysts and data analysts to ensure financial statement dat...
Nov 2004 — Mar 2006
Education
Occupations
Executive
Vice President
Advisor
Chief Executive
Skills
Portfolio Management
Investments
Asset Allocation
Wealth Management
Equities
Asset Management
Fixed Income
Financial Analysis
Investment Management
Mutual Funds
Banking
Valuation
Investment Strategies
Loans
Securities
Financial Modeling
Asset Managment
Bloomberg
Series 7
Strategic Financial Planning
Credit Analysis
Capital Markets
Investment Advisory
High Net Worth Individuals
Derivatives
FAQs about James Dunne
What's the main profession of James Dunne?
This professional's job is Vice President and Wealth Management
What are the main profession of James?
These person's professions are Executive and Vice President
Where does James Dunne currently live?
They lives in Chicago, Illinois.
Does the expert have the email address?
jd**@firstmerchants.com and jd**@gmail.com is James's email address.
How many companies did James Dunne work at?
The professional worked at four jobs.
What education does James Dunne have?
James studied at the Depaul University - Charles H. Kellstadt Graduate School of Business from 2011 to 2012.
Are there any certifications James Dunne has?
James received the following certifications: Certified Financial Planner.
What is the industry that James Dunne is connected to?
James Dunne works in Banking industry.